To create a job in Planado based on a deal, you need to select the deal type and stage.
When configuring the deal stage, you can choose the job template and which fields from the deal will be transferred to the fields available in that template.
Job field name
Deal field type
Executor
Text
List
(Values in fields must exactly match employee names in your Planado)
Scheduled for
Date (including time)
Scheduled for (date)
Date
Scheduled for (time)
String
Scheduled duration
Integer
String
Number
Address
Text
Google Map
Job description
Text
Duration
Text
Number
Address description
Text
Job type
List
Contacts
Contacts
Skills
List
String
Area
List
Job field name
Deal field name
Resolution
String
Resolution note
String
Integer
Number
List
Job number
String
Integer
Number
Executor
String
List
User
User binding
Started
Date/time
Date
String
En route
Date/time
Date
String
Completed
Date/time
Date
String
Photo archive (link)
String
Link
Currency (specified in your Planado settings)
String
Integer
Number
List
Service cost
Money
String
Number
Integer
Materials cost
Money
String
Number
Integer
Total cost
Money
String
Number
Integer
If you need help, submit a request or email us at support@planado.app.